Equifax Inc
EFX- 交易所
- NYSE
- 產業
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0000033185
近 90 天，Equifax Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 838 家機構在 13F 申報持有，市值合計 $189.7 億；Oakmark（Harris Associates）、韋茲投資管理等 4 位大師持有。
2024 年第 3 季 13F 持有人
Equifax Inc 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 839
- 較 2024 年第 2 季 +85 家
- 持有股數
- 1.18 億
- 較 2024 年第 2 季 +620.0 萬 (+5.6%)
- 總市值
- $348.6 億
- 較 2024 年第 2 季 +$78.3 億 (+29.0%)
- 新進機構
- 136
- 另有 296 家加碼
- 清倉機構
- 51
- 另有 247 家減碼
另有 7 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 EFX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 838 | $189.7 億 |
| 2026 年第 1 季 | 876 | $216.5 億 |
| 2025 年第 4 季 | 896 | $253.6 億 |
| 2025 年第 3 季 | 857 | $309.7 億 |
| 2025 年第 2 季 | 862 | $309.1 億 |
| 2025 年第 1 季 | 812 | $299.9 億 |
| 2024 年第 4 季 | 850 | $302.2 億 |
| 2024 年第 3 季 | 839 | $348.6 億 |
| 2024 年第 2 季 | 761 | $292.8 億 |
| 2024 年第 1 季 | 770 | $316.0 億 |
| 2023 年第 4 季 | 730 | $294.9 億 |
| 2023 年第 3 季 | 670 | $217.4 億 |
| 2023 年第 2 季 | 687 | $287.0 億 |
| 2023 年第 1 季 | 664 | $245.1 億 |
| 2022 年第 4 季 | 636 | $236.2 億 |
| 2022 年第 3 季 | 627 | $199.1 億 |
| 2022 年第 2 季 | 635 | $206.3 億 |
| 2022 年第 1 季 | 699 | $266.1 億 |
| 2021 年第 4 季 | 696 | $327.2 億 |
| 2021 年第 3 季 | 660 | $283.9 億 |
| 2021 年第 2 季 | 631 | $267.5 億 |
| 2021 年第 1 季 | 589 | $205.1 億 |
2024 年第 3 季持有機構
每家機構持有 Equifax Inc 的股數、市值與佔組合比重；股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 4,193 | $123.2 萬 | 0.02% | +4,193 | 新進 |
| North Point Portfolio Managers Corp | 4,153 | $122.0 萬 | 0.20% | +4,153 | 新進 |
| Accretive Wealth Partners, LLC | 4,059 | $119.3 萬 | 0.50% | −13−0.3% | 減碼 |
| Nwam LLC | 4,044 | $118.8 萬 | 0.07% | +31+0.8% | 加碼 |
| Ninety One North America, Inc. | 4,043 | $118.8 萬 | 0.08% | +4,043 | 新進 |
| PCJ Investment Counsel Ltd. | 4,000 | $117.5 萬 | 0.37% | +4,000 | 新進 |
| Park Avenue Securities LLC | 3,976 | $116.8 萬 | 0.01% | −47−1.2% | 減碼 |
| Cullinan Associates Inc | 4,250 | $116.7 萬 | 0.07% | −315−6.9% | 減碼 |
| United Capital Financial Advisers, LLC | 3,960 | $116.4 萬 | 0.01% | +213+5.7% | 加碼 |
| Novak & Powell Financial Services, Inc. | 3,922 | $115.3 萬 | 0.67% | −16−0.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,922 | $115.3 萬 | 0.03% | −11−0.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $114.2 萬 | 0.03% | +3,000+338.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 3,866 | $113.6 萬 | 0.05% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 3,841 | $112.8 萬 | 0.01% | −240−5.9% | 減碼 |
| Belpointe Asset Management LLC | 3,835 | $112.7 萬 | 0.07% | +3,835 | 新進 |
| Fortis Capital Advisors, LLC | 3,835 | $112.7 萬 | 0.38% | +3,835 | 新進 |
| Meeder Advisory Services, Inc. | 3,753 | $110.3 萬 | 0.07% | +870+30.2% | 加碼 |
| Community Bank, N.A. | 3,750 | $110.2 萬 | 0.14% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,664 | $107.7 萬 | 0.07% | −323−8.1% | 減碼 |
| LVW Advisors, LLC | 3,644 | $107.1 萬 | 0.14% | +337+10.2% | 加碼 |
| Quantbot Technologies LP | 3,630 | $106.7 萬 | 0.04% | +182+5.3% | 加碼 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $105.8 萬 | 0.35% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 3,600 | $105.8 萬 | 0.07% | 00.0% | 不變 |
| Fiduciary Group LLC | 3,531 | $103.8 萬 | 0.11% | −67−1.9% | 減碼 |
| Colony Group, LLC | 3,447 | $101.3 萬 | 0.00% | +401+13.2% | 加碼 |
| Northern Oak Wealth Management Inc | 3,419 | $100.5 萬 | 0.12% | −320−8.6% | 減碼 |
| Wesbanco Bank Inc | 3,416 | $100.4 萬 | 0.03% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 3,398 | $98.6 萬 | 0.01% | +837+32.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 3,332 | $97.9 萬 | 0.00% | −249−7.0% | 減碼 |
| Crestline Management, LP | 3,323 | $97.6 萬 | 0.06% | +3,323 | 新進 |
| Capital Investment Advisors, LLC | 3,276 | $96.3 萬 | 0.02% | −1,860−36.2% | 減碼 |
| Aviso Financial Inc. | 3,268 | $96.0 萬 | 0.05% | +1,334+69.0% | 加碼 |
| Triangle Securities Wealth Management | 3,253 | $95.6 萬 | 0.25% | −172−5.0% | 減碼 |
| Advisor OS, LLC | 3,219 | $94.6 萬 | 0.09% | −1,512−32.0% | 減碼 |
| Fifth Third Bancorp | 3,151 | $92.6 萬 | 0.00% | +153+5.1% | 加碼 |
| iA Global Asset Management Inc. | 3,147 | $92.5 萬 | 0.02% | 00.0% | 不變 |
| FJ Capital Management LLC | 3,127 | $91.9 萬 | 0.10% | +3,127 | 新進 |
| D. E. Shaw & Co., Inc. | 3,101 | $91.1 萬 | 0.00% | −10,113−76.5% | 減碼 |
| Sandler Capital Management | 3,067 | $90.1 萬 | 0.17% | +3,067 | 新進 |
| AE Wealth Management LLC | 3,037 | $89.2 萬 | 0.01% | −496−14.0% | 減碼 |
| New England Capital Financial Advisors LLC | 3,034 | $89.2 萬 | 0.46% | 00.0% | 不變 |
| PFC Capital Group, Inc. | 2,980 | $87.5 萬 | 0.42% | −65−2.1% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 2,936 | $86.3 萬 | 0.40% | +56+1.9% | 加碼 |
| Ossiam | 2,924 | $85.9 萬 | 0.02% | −834−22.2% | 減碼 |
| Clearstead Advisors, LLC | 2,918 | $85.7 萬 | 0.01% | −60−2.0% | 減碼 |
| American National Bank | 2,900 | $85.2 萬 | 0.10% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,900 | $85.2 萬 | 0.56% | 00.0% | 不變 |
| Bamco Inc | 2,900 | $85.2 萬 | 0.00% | +200+7.4% | 加碼 |
| Advisors Capital Management, LLC | 2,890 | $84.9 萬 | 0.01% | −906−23.9% | 減碼 |
| Financial Counselors Inc | 2,870 | $84.3 萬 | 0.01% | +34+1.2% | 加碼 |
| Spinnaker Trust | 2,860 | $84.0 萬 | 0.05% | 00.0% | 不變 |
| Sit Investment Associates Inc | 2,830 | $83.2 萬 | 0.02% | −375−11.7% | 減碼 |
| Allworth Financial LP | 2,807 | $82.5 萬 | 0.01% | +494+21.4% | 加碼 |
| Strategy Asset Managers LLC | 2,800 | $82.3 萬 | 0.16% | +2,800 | 新進 |
| Catalyst Funds Management Pty Ltd | 2,800 | $82.3 萬 | 0.18% | +2,700+2,700.0% | 加碼 |
| Machina Capital S.A.S. | 2,782 | $81.8 萬 | 0.33% | +2,782 | 新進 |
| Lido Advisors, LLC | 2,765 | $81.3 萬 | 0.01% | +346+14.3% | 加碼 |
| Eagle Ridge Investment Management | 2,753 | $80.9 萬 | 0.07% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,684 | $78.9 萬 | 0.08% | +813+43.5% | 加碼 |
| Quest Partners LLC | 2,674 | $78.6 萬 | 0.07% | +2,674 | 新進 |
| Highland Capital Management, LLC | 2,666 | $78.3 萬 | 0.04% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 2,617 | $76.9 萬 | 0.03% | +2,617 | 新進 |
| PDT Partners, LLC | 2,602 | $76.5 萬 | 0.07% | +2+0.1% | 加碼 |
| WBI Investments | 2,592 | $76.2 萬 | 0.18% | +2,592 | 新進 |
| Athena Investment Management | 2,590 | $76.1 萬 | 0.43% | −30−1.1% | 減碼 |
| Headlands Technologies LLC | 2,585 | $76.0 萬 | 0.09% | +2,585 | 新進 |
| Bowen Hanes & Co Inc | 2,576 | $75.7 萬 | 0.02% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 2,572 | $75.6 萬 | 0.02% | +32+1.3% | 加碼 |
| Prudential PLC | 2,570 | $75.5 萬 | 0.00% | 00.0% | 不變 |
| Regions Financial Corp | 2,564 | $75.3 萬 | 0.01% | −530−17.1% | 減碼 |
| Friedenthal Financial | 2,534 | $74.5 萬 | 0.44% | +2,534 | 新進 |
| Doheny Asset Management | 2,500 | $73.5 萬 | 0.50% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 2,480 | $72.9 萬 | 0.05% | −6−0.2% | 減碼 |
| Wedmont Private Capital | 2,578 | $72.7 萬 | 0.04% | +167+6.9% | 加碼 |
| Vestcor Inc | 2,464 | $72.4 萬 | 0.02% | 00.0% | 不變 |
| Brighton Jones LLC | 2,438 | $71.6 萬 | 0.03% | −1,570−39.2% | 減碼 |
| Boothbay Fund Management, LLC | 2,433 | $71.5 萬 | 0.02% | +2,433 | 新進 |
| Atomi Financial Group, Inc. | 2,422 | $71.2 萬 | 0.04% | +125+5.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 2,417 | $71.0 萬 | 0.00% | −500−17.1% | 減碼 |
| Keybank National Association | 2,392 | $70.3 萬 | 0.00% | +47+2.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,373 | $69.7 萬 | 0.00% | +380+19.1% | 加碼 |
| LifePlan Financial, LLC | 2,361 | $69.4 萬 | 0.60% | −62−2.6% | 減碼 |
| Apollon Wealth Management, LLC | 2,242 | $65.9 萬 | 0.02% | +355+18.8% | 加碼 |
| Huntington National Bank | 2,219 | $65.2 萬 | 0.00% | −831−27.2% | 減碼 |
| Vident Advisory, LLC | 2,176 | $63.9 萬 | 0.02% | +231+11.9% | 加碼 |
| Trust Co of Vermont | 2,170 | $63.8 萬 | 0.03% | +1,765+435.8% | 加碼 |
| Jump Financial, LLC | 2,154 | $63.3 萬 | 0.01% | +1,062+97.3% | 加碼 |
| Empowered Funds, LLC | 2,149 | $63.2 萬 | 0.01% | +335+18.5% | 加碼 |
| Janney Capital Management LLC | 2,114 | $62.1 萬 | 0.04% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 2,108 | $61.9 萬 | 0.01% | −503−19.3% | 減碼 |
| Essex Financial Services, Inc. | 2,262 | $61.5 萬 | 0.04% | +61+2.8% | 加碼 |
| NWF Advisory Services Inc. | 2,087 | $61.3 萬 | 0.09% | −4−0.2% | 減碼 |
| GTS Securities LLC | 2,054 | $60.4 萬 | 0.01% | +2,054 | 新進 |
| Robertson Stephens Wealth Management, LLC | 2,049 | $60.2 萬 | 0.02% | +2,049 | 新進 |
| Oxford Asset Management LLP | 2,046 | $60.1 萬 | 0.50% | +2,046 | 新進 |
| Gibbs Wealth Management | 2,008 | $59.0 萬 | 0.19% | +235+13.3% | 加碼 |
| Roundview Capital LLC | 2,002 | $58.8 萬 | 0.04% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 1,994 | $57.9 萬 | 0.01% | +868+77.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,955 | $57.4 萬 | 0.02% | −78−3.8% | 減碼 |
| First Manhattan Co | 1,927 | $56.6 萬 | 0.00% | 00.0% | 不變 |